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Jennifer T

CFP®

West Palm Beach, FL

Facet

Jennifer Tang is a CFP® professional with seven years of experience in financial advising. She has worked at Facet Wealth, Inc. since 2021 and was previously employed at Noesis Capital Management Corp. from 2001 to 2019. Tang is based in West Palm Beach, FL. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving a wide range of households through phone, video, and a proprietary web platform. The firm offers model-based asset allocations predominantly using exchange-traded funds and employs technology-driven processes for tax optimization and portfolio management.

Tax-loss harvesting Private / alternative investments ESG / Sustainable investing General retirement planning
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Richard E

CFP®, Series 63, Series 65, Series 66

West Palm Beach, FL

Facet

Richard Elliott is a CFP® with 26 years of industry experience. He has worked at Facet Wealth since 2020 and previously held roles at Citizens Securities, Price Waterhouse Coopers, Mercer Global Advisors, and TIAA-CREF. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, using technology-driven processes and model-based asset allocations that emphasize exchange-traded funds and tax-optimized strategies. The firm serves a wide range of households through phone, video, and a proprietary web platform.

Tax-loss harvesting Private / alternative investments ESG / Sustainable investing General retirement planning
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